See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,674 | $117,983+26.9% | $101,794+47.0% | $142,382+5.1% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 7.51% | 36.92%-29.4pp | 30.53%-23.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,892 | $2,773-31.8% | $2,289-17.3% | $4,299-56.0% |
| Participant deferral / active EE | $5,173 | $4,714+9.7% | $4,084+26.7% | $6,507-20.5% |
| Admin fee / account holder | $17,980 | $10,433+72.3% | $8,777+104.9% | $12,624+42.4% |